+491.3%
BE vs KEY
+12.7%
+478.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -3.3% |
| 7D | +20.5% | +1.8% | +18.8% | +19.5% |
| 30D | -23.4% | +7.1% | -30.5% | -26.1% |
| 3M | -14.9% | -5.9% | -8.9% | -11.9% |
| 6M | -28.1% | +2.2% | -30.3% | -28.8% |
| YTD | +132.4% | +6.4% | +126.0% | +124.7% |
| 1Y | +59.4% | +24.8% | +34.6% | +40.6% |
| 3Y | +1,815.8% | +125.2% | +1,690.6% | +1,101.9% |
| 5Y | +491.3% | +13.0% | +478.3% | +379.9% |
| All | +491.3% | +12.7% | +478.6% | +379.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded KEY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling